Filed January 31, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,420 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,569 | $101,591+21.6% | $147,096-16.0% | $74,429+66.0% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 16.28% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $4,209 | $3,813+10.4% | $4,936-14.7% | $2,625+60.3% |
| Participant deferral / active EE | $13,746 | $7,302+88.2% | $8,071+70.3% | $4,348+216.1% |
| Admin fee / account holder | $40 | $1,750-97.7% | $13,005-99.7% | $1,944-97.9% |